Unclaimed Profile

Pierre Lemoine Adams

WEALTHHARBOR CAPITAL GROUP, LLC·METAIRIE, Louisiana

SIE, Series 6, Series 7, Series 63, Series 65Clean record15 years registeredWEALTHHARBOR CAPITAL GROUP, LLC

433 METAIRIE RD, METAIRIE, LA 70005CRD# 2798030Firm CRD# 118614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pierre Lemoine Adams · METAIRIE, LA

Registration

CRD #2798030 · WEALTHHARBOR CAPITAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WEALTHHARBOR CAPITAL GROUP, LLC

Jun 2019 – present

ADG WEALTH MANAGEMENT GROUP, LLC

Oct 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 26, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHHARBOR CAPITAL GROUP, LLC

CRD 118614 · SEC 801-62721

AUM

$293M

Regulatory assets under management

Employees

360 client accounts

Services offered by WEALTHHARBOR CAPITAL GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEALTHHARBOR CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Pierre Lemoine Adams offer?

Pierre Lemoine Adams specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Pierre Lemoine Adams's credentials?

Pierre Lemoine Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pierre Lemoine Adams located?

Pierre Lemoine Adams is based in METAIRIE, Louisiana, working with WEALTHHARBOR CAPITAL GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Pierre Lemoine Adams charge for services?

Pierre Lemoine Adams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHHARBOR CAPITAL GROUP, LLC?

WEALTHHARBOR CAPITAL GROUP, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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